Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Mid-Cap Index in their Schedule of Assets, totaling $9.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $3.5M |
| 2 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $2.8M |
| 3 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT |
DENVER CO |
| 525 |
| $38.3M |
| $879K |
| 4 | A PLUS FEDERAL CREDIT UNION A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN | AUSTIN TX | 504 | $45.7M | $773K |
| 5 | FCDG MANAGEMENT LLC FCDG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 226 | $24.7M | $750K |
| 6 | OVERSEAS HARDWOODS COMPANY OVERSEAS HARDWOODS COMPANY 401(K) PLAN | MOBILE AL | 150 | $12.0M | $297K |
| 7 | RR INVESTMENTS, INC. DBA MILLION AIR DALLAS RR INVESTMENTS, INC. 401(K) RETIREMENT PLAN | ADDISON TX | 112 | $11.0M | $261K |
| 8 | A.D. TRANSPORT EXPRESS, INC. A.D. TRANSPORT 401(K) PROFIT SHARING PLAN | CANTON MI | 414 | $8.9M | $231K |
| 9 | DUIT HOLDINGS DUIT HOLDINGS 401(K) PLAN | EDMOND OK | 495 | $10.7M | $101K |
| 10 | NORTH FLORIDA SALES TRIPLE P DISTRIBUTING CO., INC. NORTH FLORIDA SALES 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 249 | $9.5M | $72K |
